| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 678 |
| Technical Name |
purchase_vendorbill_advance |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Purchase Order Prepayments (down payment)
Description
This module is configured to allow a user to register down payments against purchase orders and apply down payments to the final bill from the vendor.
Configuration
Go to Settings - - > Purchase - - > Products.
Now, we have a new field to set the “Pre-Payments”
product. Once you process a prepayment for a purchase order, then the prepayment product
is created automatically and updated on the settings.
Functionality
Go to Purchase and create a new purchase order.
Note: Prepayment can be applied to the products that have Control Policy as Ordered and Received Quantities.
For Received Quantities:
Click on the Create Bill button, a wizard pops up to create a bill with the options: Regular bill, Down payment (percentage) and Down payment (fixed amount).
Creating a bill by choosing the option as Down payment (percentage) with Down Payment Amount as 20%.
A Vendor Bill is created as a prepayment bill. To indicate that, we have a boolean
named “Prepayment Bill” which will be enabled as True.
For Down payment (percentage), the
percentage is included in the Label on the Invoice Line.
After confirming the vendor bill, we can create multiple down payment bills as per our requirement.
Now, creating another bill with Down Payment (fixed amount) as 100.
Now, Partially receiving the products.
Since the products have been partially received and we have prepayment bills, creating a bill defaults to “Regular bill” with the “Deduct down payments” boolean automatically enabled.
We can disable the boolean if we need to generate a regular bill alone.
For this case, disabling the boolean and creating a regular bill.
A normal bill will be created for the partially received products.
Receiving the remaining products and creating a final bill with Deduct down payments boolean enabled.
Final Vendor Bill with the prepayment deduction will be created. The prepayments are added under different section.
Partially returning the products received.
A Vendor Credit Note will be created for the partially returned products.
For Ordered Quantities:
Go to Purchase and create a new purchase order.
Note: As its control policy is based on ordered quantity, creating a bill defaults to the “Regular bill” option. The Down payment option can be applied for this case.
Creating a bill by choosing the option as Down payment (percentage) with Down payment amount as 50%.
Creating the final bill without receiving the products so it defaults to the
“Regular bill” with “Deduct down payments” boolean automatically
enabled.
Credits
Contributors
- Sodexis <apps@sodexis.com>
This module is maintained by Sodexis.
Purchase Order Prepayments (down payment)
Configuration
Settings -> Purchase
Set prepayment product.
Functionality
Allows a user to register prepayments (down payments) against purchase orders and apply prepayments (down payments) to final bill from vendor.
After validating a purchase order, use the Create Bill -> Down payment (percentage) or Down payment (fixed amount). A bill a generated, and you can create a payment against this bill to register the prepayment (down payment).
When creating the final bill, use the Billable lines (deduct down payments) option to apply the down payment to the final bill.
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